Support Paraplanner

Elite Staffing Solutions
Taunton, Somerset
09 Jun 2017
08 Jul 2017
Contract Type
Full Time

My client is a dynamic, highly reputable and leading financial services business looking to expand their team further. They are seeking an experienced Administrator to join their Paraplanning team on a full time, permanent basis. The salary is between £16,000 - £19,000 per annum, dependant on experience. Other benefits include full support in obtaining professional qualifications, Company Cashplan, Income Protection and more.

This will suit someone who has experience in a similar role within financial services, looking to further their career within a forward thinking and growing business and become a Paraplanner.

Main duties include;

  • Undertake research in preparation of client recommendations
  • Assist in the preparation of review meetings
  • Update and maintain client information on back office systems
  • Assist the operations area where required in administrative tasks
  • Understand clients overall financial position from adviser gathered fact finds
  • Accurately prepare suitability reports and letters to target deadlines

The successful candidate must have;

  • A general understanding of financial planning & experience within the Financial Services industry
  • Good report writing skills with excellent attention to detail and accuracy
  • An understanding of whole market financial products
  • Experience of Financial Express Analytics (desirable not essential)
  • Ability to prioritise, plan and organise own workload
  • Excellent interpersonal skills, both written and verbal
  • Good working knowledge of Intelliflo, Microsoft Office and confident with IT systems
  • Ideally working towards a financial services level 3 qualification

You will be working in a busy and friendly open plan office with a company offering excellent benefits!

Elite Staffing Solutions are acting as an employment agency for this role.